See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,362 | $91,552-81.0% | $133,956-87.0% | $79,858-78.3% |
| Participation rate | 87.0% | 73.3%+13.7pp | 79.8%+7.2pp | 69.6%+17.4pp |
| Annual return | 95.04% | 61.85%+33.2pp | 45.09%+49.9pp | 31.71%+63.3pp |
| Employer contribution / active EE | $1,413 | $2,384-40.7% | $3,919-63.9% | $2,471-42.8% |
| Participant deferral / active EE | $3,002 | $3,733-19.6% | $5,048-40.5% | $3,740-19.7% |
| Admin fee / account holder | $514 | $6,321-91.9% | $8,927-94.2% | $5,306-90.3% |